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Employee Central Workshops
© 2012 SAP AG. All rights reserved. 2
Customer
Agenda
1. Introduction
2. How Do We Implement EC?
3. Foundation Tables – What Are They?
4. Position Management – What Is It and your options
5. Employee Data & Role Based Permission – Introduction
6. Employee Data
7. An Introduction to HR Transactions (Events & Workflow)
8. Workbook Assignment
9. Time Off
© 2012 SAP AG. All rights reserved. 3
Customer
Introduction
• Who are you?
• What is your role in the organisation / project?
© 2012 SAP AG. All rights reserved. 4
Customer
Objective
Objectives
• To give you an idea of high level system functionality
• To understand the constituent parts of Employee Central
• To understand how EC fits together with other SuccessFactors Modules
• To understand how Employee Central is typically implemented
• To introduce you to all the Foundation Objects
© 2012 SAP AG. All rights reserved. 5
Customer
Objectives
• To introduce to the Employee Data Portlets in more details and explain how to
choose which employee data you would like to record in which portlet through
the configuration workbook
• To introduce you to the concepts of Events and Event Reasons, their purpose
and how to specify you requirements in respect of these in the configuration
Workbook
• To introduce you to the concept of Workflows, and how they are constructed and
triggered and how they interact with employee data changes and event reasons.
• To introduce you to the concept of Alerts and Notifications, how they are
triggered and how they interact with employee data
© 2012 SAP AG. All rights reserved. 6
Customer
Employee Central – A Demo
© 2012 SAP AG. All rights reserved. 7
Customer
What Is EC – The Core
Foundation Objects
Org Structure Job Structure Pay Structure
Employee Data
Personal Information Job & Employment Information
Non Effective Dated
Biographical
Phone
Email
Social Accounts
Emergency Contact
National ID
Work Permit
Effective Dated
Personal Data
Address
Dependants
Bank Account
Non Effective Dated
Non Recurring Pay
Components
Termination
Employment
Effective Dated
Job Information
Compensation
Job
Relationships
Event Event Reasons
Data Changes
Workflow
Approver 1 Approver 2 Approver n CC Role Contributor Role
Custom
Portlets Portlets
Standard
&
Custom
Fields
Standard
& Custom
Fields
Standard
& Custom
Fields
Standard
& Custom
Fields
© 2012 SAP AG. All rights reserved. 8
Customer
What Is EC – The Optional Additions
Time Off
Submit Absence Request
Optional Approval
Optional Balance Tracking
Optional ‘Accrual’
Calculations
Optional ‘Carry Over’
Processing
Position Management
Position
Inheritance
Employee
Position
Employee
Vacant
Global Assignments / Concurrent
Employment
Hire
Job
Assignment Start
Home
Job
Host
Job
Assignment End
Concurrent
Home
Job
Host
Job
© 2012 SAP AG. All rights reserved. 9
Customer
EC – How Does It Link With the Rest?
Public Profile
Name Address Location Timezone
Employee Profile
Personal Information
(Selected Data)
Background
Elements
Custom Information
(Optional)
Secure
Less Secure
Sync
EMPLOYEE CENTRAL & PROFILE
Performance
Mgmt.
Goal
Mgmt.
Succession
CDP
Variable Pay
Recruitment
Compensation
THE OTHERS
© 2012 SAP AG. All rights reserved. 10
Customer
How Do We Implement EC – Requirements &
Configuration
SAP
Configure &
Unit Test
Customer
Review
Configuration
Customer
Provide
Feedback
Customer
Sign
Workbook
Customer
Creates
Workbook
Iteration 1
SAP
Configure &
Unit Test
Customer
Review
Configuration
Customer
Provide
Feedback
Customer
Sign
Workbook
Customer
Update
Workbook
Iteration 2
© 2012 SAP AG. All rights reserved. 11
Customer
Iterations – A Closer Look
Iteration 1 - Define
• Agree foundation data (80-90%)
• Employee data (60%)
• Sample of Workflows / Alerts (10%)
• With test data
Iteration 2 - Refine
• Agree foundation data (95%)
• Employee data (90%)
• Customer Workflows / Alerts (80%)
• Customer data (recommend 40% - 100%)
© 2012 SAP AG. All rights reserved. 12
Customer
Iterations – A Closer Look
Iteration 3 - Finalise
• Agree foundation data (100%)
• Employee data (95%)
• Customer Workflows / Alerts (95%)
Customer are responsible for uploading all foundation & employee data
© 2012 SAP AG. All rights reserved. 13
Customer
© 2012 SAP AG. All rights reserved. 14
Customer
Foundation Objects – What Are They?
Foundation Objects are the Building Blocks of the EC system
There are three categories of Foundation Objects.
Org Structure
Division
Job Structure Pay Structure
© 2012 SAP AG. All rights reserved. 15
Customer
Foundation Objects – What Are They?
Foundation Objects – Things To Note?
• You can rename Them
• You can associate them
• You can decide what data is held against them
• You can default data to the employee from them
• They are effective dated
© 2012 SAP AG. All rights reserved. 16
Customer
Foundation Objects – Organisation Structure
Org Structure
Division
We need to turn this… Into something like this….
© 2012 SAP AG. All rights reserved. 17
Customer
Foundation Objects – Organisation Structure
Org Structure
Division
We need to turn this… or this….
© 2012 SAP AG. All rights reserved. 18
Customer
Foundation Objects – Organisation Structure
Org Structure
Division
We need to turn this… or the anything that
reflects your
organisation.
© 2012 SAP AG. All rights reserved. 19
Customer
Organisation Structure : An Example
GEOGRAPHICAL STRUCTURE
ORGANISATION STRUCTURE
19
COMPANY
BUSINESS UNIT 1 BUSINESS UNIT N
DIVISION 1 DIVISION N DIVISION 1 DIVISION N
TEAM 1 TEAM N
TEAM
1
TEAM N TEAM 1 TEAM N
TEAM
1
TEAM N
CC 1
CC N
CC 1
CC N
CC 1
CC N
CC 1
CC N
CC 1
CC N
CC 1
CC N
CC 1
CC N
CC 1
CC N
LOCATION
GROUP
GEOZONE
LOCATION
1
LOCATION
N
LOCATION
1
LOCATION
N
© 2012 SAP AG. All rights reserved. 20
Customer
Foundation Objects – Organisation Structure - Definitions
Standard Label Definition
Legal Entity This is the company or legal entity where the employee is
hired.
Business Unit Level of organisation hierarchy lower than Legal Entity – can
be renamed
Division Level of organisation hierarchy lower than Legal Entity – can
be renamed
Department Department where the employee works – can be renamed
Cost Centre Where the employee’s costs get assigned – can be renamed
Location Physical Location where the employee work. Has a business
address – can be renamed
Location Group Geographical grouping of the Location Foundation objects.
Used for reporting purposes primarily - can be renamed
© 2012 SAP AG. All rights reserved. 21
Customer
Foundation Objects – Organisation Structure
•With all Foundation Objects there is a 4 step
process
1. Rename (if you want)
2. Connect (to allow filtering of data during
maintenance)
3. Define the codes & attributes of each
Foundation Object (e.g. Dept)
4. Decide if you want any additional fields
against the Foundation Object
Org Structure
Division
AS SIMPLE AS
THAT!
© 2012 SAP AG. All rights reserved. 22
Customer
Organisation Structure : An Example
GEOGRAPHICAL STRUCTURE
ORGANISATION STRUCTURE
22
COMPANY
BUSINESS UNIT 1 BUSINESS UNIT N
DIVISION 1 DIVISION N DIVISION 1 DIVISION N
TEAM 1 TEAM N
TEAM
1
TEAM N TEAM 1 TEAM N
TEAM
1
TEAM N
CC 1
CC N
CC 1
CC N
CC 1
CC N
CC 1
CC N
CC 1
CC N
CC 1
CC N
CC 1
CC N
CC 1
CC N
LOCATION
GROUP
GEOZONE
LOCATION
1
LOCATION
N
LOCATION
1
LOCATION
N
© 2012 SAP AG. All rights reserved. 23
Customer
© 2012 SAP AG. All rights reserved. 24
Customer
Foundation Objects – Job Structure
•There is a limit what you can do here
•With all Foundation Objects there is a 3 step
process
1. Rename (if you want)
2. Connect (to allow filtering of data during
maintenance)
3. Decide if you want any additional fields
against the Foundation Object
4. Define the codes & attributes of each
Foundation Object (e.g. Job Code)
AS SIMPLE AS
THAT!
Job Structure
© 2012 SAP AG. All rights reserved. 25
Customer
Job Structure : An Example
25
JOBCODE 1
HR
Generalist
JOBCODE 1
Human Resources
C&B Analyst
JOBCODE 2
Regional HR
Manager
JOBCODE 3
HR Systems
Manager
JOBCODE 4
JOB
CLASSFICATION 1
Finance
Controller
JOBCODE 5
Finance
Financial
Analyst
JOBCODE 6
Finance
Director
JOBCODE 7
Finance
Manager
JOBCODE 8
JOB FUNCTION 2
JOB
CLASSFICATION 2
JOB
CLASSFICATION 3
JOB
CLASSFICATION 4
JOB
CLASSFICATION 5
JOB
CLASSFICATION 6
JOB
CLASSFICATION 7
JOB
CLASSFICATION 8
JOB FUNCTION 1
© 2012 SAP AG. All rights reserved. 26
Customer
Foundation Objects – Job Structure - Definitions
Standard Label Definition
Job Code Describes all the Jobs to which an employee can be
assigned. This is the data standard for all jobs with the
organisation – can be renamed
Job Function Higher level groupings of Job Code into appropriate functions
(e.g. HR, Finance). Used for reporting purposes primarily –
can be renamed
© 2012 SAP AG. All rights reserved. 27
Customer
© 2012 SAP AG. All rights reserved. 28
Customer
Foundation Objects – Pay Structures
•With all Foundation Objects there is a 3 step
process
1. Rename (if you want)
2. Connect (to allow filtering of data during
maintenance)
3. Decide if you want any additional fields
against the Foundation Object
4. Define the codes & attributes of each
Foundation Object (e.g. Pay Component)
AS SIMPLE AS
THAT!
Pay Structure
© 2012 SAP AG. All rights reserved. 29
Customer
Foundation Objects – Pay Structures - Definitions
Standard Label Definition
Pay Group A data element that groups employees that are paid in a like manner – can be
renamed – can be renamed
Pay Grade Denotes the seniority of the employee from a pay perspective – can be
renamed
Pay Component A data element that denotes relevant components of employees pay (e.g. Base
Salary, Car Allowance). Can be recurring or one off – can be renamed
Pay Component Group Allows grouping of Pay Components into a higher level category allowing the
summing of all amounts assigned to the employee in that category – can be
renamed
Pay Frequency Denote the frequencies which the employee can be paid a pay component –
can be renamed
Pay Range Allows the recording on Min, Mid and Max salary amounts which can in turn
calculate the Compa-Ratio and range penetration for the employee – can be
renamed
Pay Calendar Allows the recording of period start and end dates for Payroll Processing.
Useful primarily for reporting purposes – can be renamed
Geozone Geographical grouping with a bias towards pay considerations. Allow for
grouping for example of Pay Ranges to be relevant to one geographical
location – can be renamed
© 2012 SAP AG. All rights reserved. 30
Customer
Pay Structure : An Example
COMPANY 1 COMPANY 2
Weekly
Paid
PAY
GROUP 1
Monthly
Paid
Bi weekly
Paid
PAY
GROUP 2
Weekly
Paid
Monthly
Paid
PAY
GROUP 1
PAY
GROUP 2
Pay
Calendar
1
Pay
Calendar 2
Pay
Calendar
3
Week 1
Week 2
Week N
Month 1
Month 2
Month N
Period 1
Period 2
Period N
Pay
Calendar
1
Week 1
Week 2
Week N
Month 1
Month 2
Month N
Pay
Calendar 2
PAY
GROUP 2
PAY
GROUP 3
PAY
GROUP 4
PAY
GROUP 5
© 2012 SAP AG. All rights reserved. 31
Customer
Pay Structure : An Example
Grade 10
PAY GRADE
Grade 10
JOBCODE 3
PAY RANGE
BASE
NON BASE
RECURRING
NON RECURRING
NON BASE
TARGET ONLY
NON BASE
BASE
VARIABLE
ON
TARGET
EARNINGS
ANNUAL SALARY
HOUSING ALLOWANCE
ACTING UP PAY
CAR ALLOWANCE
SALARY SACRIFICE
ANNUAL BONUS
RECOGNITION BONUS
ANNUAL BONUS TARGET
PAY COMPONENT GROUP
PAY COMPONENTS
© 2012 SAP AG. All rights reserved. 32
Customer
© 2012 SAP AG. All rights reserved. 33
Customer
Position Management – What & Why
There is one other object we need to address if we are using Position Management
EMPLOYEE
LEGAL ENTITY
DIVISION
DIVISION
DEPT
FULL / PART TIME?
POSITION
JOB CHANGE
YOU DECIDE WHAT
ATTRIBUTES OF THE
POSITION THE
EMPLOYEE INHERITS
© 2012 SAP AG. All rights reserved. 34
Customer
Position Management – What & Why
There is one other object we need to address if we are using Position
Management – the Position. But first what is Position Management and do you
need it
• Position Management is predicated on Position being created with attributes
that reflect that position.
• Position Management is typically beneficial for relatively non fluid
organisation where headcount management & control is paramount
• Position Management does build in another layer of complexity to both the
implementation and subsequent maintenance
• You need to be sure you NEED position management before we go down
this route.
© 2012 SAP AG. All rights reserved. 35
Customer
Position Management – What Does It Do
There are many options to consider with Position Management but primarily it
does the following :-
1. Defaults data from the Position to the Person when Position is added or
changed on an employee record, if you want, you specify what data is
defaulted.
2. Defaults data from Person to Position when data is modified on the person if
you want, you specify what data is defaulted.
3. Allows for rigid or loose adherence to FTE Targets for positions
4. Allows for Mass Positions with a multiple FTE Target
5. Can automatically create and assign people to new or position with space
based on employee data changes (implicit position management)
6. Allows for automatic maintenance of losing and receiving position to ensure
a stable headcount at the organisational level you specify.
© 2012 SAP AG. All rights reserved. 36
Customer
Foundation Objects
© 2012 SAP AG. All rights reserved. 37
Customer
Step 1 Complete
Foundation Objects
Org Structure Job Structure Pay Structure Custom
© 2012 SAP AG. All rights reserved. 38
Customer
Employee Data – An Introduction
Key Points
• Employee Data resides within a standard set of Portlets within EC
• It is not possible currently to add portlets to EC screens
• It is possible to rename the Portlets within EC
• Each Portlet contains a standard set of fields, including some Foundation
Object fields. You can decide which standard fields you would like to use
• Each Portlet has the ability to add custom field which can be either string,
number, decimal or date field
• Some portlets are by design effective dated and some are not
• Field specified within each Portlet can be renamed as required
• Fields with Portlet can reference either Foundation Objects or Picklist to
make available the valid values for data entry
© 2012 SAP AG. All rights reserved. 39
Customer
Personal Information - The Portlets
Personal Information
Personal Information
Personal Information that can change
over time like Marital Status, Gender,
Name etc.
Biographical Information
Personal Information that does not
change like Date of Birth & Employee
ID
National ID Information
Allows recording of multiple National ID
types and numbers
Addresses
Allows the recording of multiple
Address Type and details
Work Permit Information
Allows recording of multiple Permit
types, numbers and expiry dates
Email Information
Allows recording of multiple email types
and addresses
Phone Information
Allows recording of multiple Phone
types and numbers
Social Account Information
Allows recording of multiple Social
Accounts and associated details
Emergency Contact Information
Allows recording of multiple emergency
contact, relationship and contact
information
Dependents
Allows the recording of dependents of
the employee and associated contact
details
Bank Account Information
Allows recording of Bank Account
Information for the employee
© 2012 SAP AG. All rights reserved. 40
Customer
Employment Information - The Portlets
Employment Information
Job Information
Allows effective dated tracking of all
Job changes of the employee
Employment Information
Records data specific to the employees
employment with the company, typically
dates such as Hire Date etc.
Job Relationships
Allows the recording of desired globally
defined relationships between the
employee and another person in the
company. For example Matrix Manager,
Project Manager, Finance Contact etc
Compensation Information
Allows effective dated generic
Compensation related data.
Also contains the assignment of specific
pay components that are either
recurring payments or targets and
associated amounts. This makes up a
view of the employee Pay
One Time Payment Information
Allows the recording of one time
payments such as one time Bonus or
Recognition payments and associated
amounts and date paid
© 2012 SAP AG. All rights reserved. 41
Customer
© 2012 SAP AG. All rights reserved. 42
Customer
Country Specific Employee Data
Specification of Country Specific Fields are allowed in the following places
• Job Information – this is driven by the country assigned to the Legal Entity
Foundation Object
• Personal Information - – this is driven by the country assigned to the Legal Entity
Foundation Object
• Address Formats
• National ID Formats
• Name Formats
© 2012 SAP AG. All rights reserved. 43
Customer
Employee Data & Security – Role Based Permissions
Effective Dated
• Personal Information
• Address Information
• Job Information
• Compensation Information
• Job Relationship Information
• Bank Account Information
Non Effective Dated
• Biographical Information
• Phone Information
• Email Information
• Social Accounts Information
• Emergency Contact Information
• National ID Information
• Work Permit Information
• One Time Payments
• Employment Information
Data in EC Portlets are either effective dated or not effective dated dependent upon the type
of date
© 2012 SAP AG. All rights reserved. 44
Customer
Employee Data & Security – Role Based Permissions
Role Based Permission is :-
A method to ensure that users can :
• Only see the employee data they are supposed to
• Only amend the data they are supposed to
• Only see the data for the populations they should
Two main concepts to understand :-
Groups
–
A group is a population of employees defined by the data associated to employees.
–
For example : All employees in a specific location
– All employees at grade 10 and above
Roles
–
A role is a titled specification of data permissions which specifies the data privileges employees
assigned to that role have
–
For example : Managers
– Executive level employees
– System Administrator
– Employees On Self
– Employee On Others
© 2012 SAP AG. All rights reserved. 45
Customer
Employee Data & Security – Role Based Permissions
GRANTED
GROUP
HR BP
Definition :-
All Employees
with a Job Code of
HR BP
TARGET
GROUP
UK Employees
Definition :-
All Employees with a
Location in the UK
ROLE – HR EXTENDED ACCESS
Personal Data Effective Dated
Employment Data Effective Dated
Personal Data Non Effective Dated
Employment Data Non Effective Dated
Manager Self Service
Workflow
Administrative Privileges
Hire Terminate Update Records
View In Progress View History
Manage Foundation Data Import Employee Data
© 2012 SAP AG. All rights reserved. 46
Customer
Employee Data & Security – Role Based Permissions
GRANTED
GROUP
HR BP
Definition :-
All Employees
with a Job Code of
HR BP
TARGET
GROUP
UK Employees
Definition :-
All Employees with a
Location in the UK
ROLE – HR EXTENDED ACCESS
Personal Data Effective Dated
Employment Data Effective Dated
Personal Data Non Effective Dated
Employment Data Non Effective Dated
Manager Self Service
Workflow
Administrative Privileges
Hire Terminate LOA Update Records
View In Progress View History
Manage Foundation Data Import Employee Data
WHO CAN SEE
/ DO
SOMETHING WHAT THEY
CAN SEE /
DO
WHO THEY
CAN SEE /
DO IT TO
© 2012 SAP AG. All rights reserved. 47
Customer
Employee Data & Security – Role Based Permissions
© 2012 SAP AG. All rights reserved. 48
Customer
Step 2 Complete
Foundation Objects
Org Structure Job Structure Pay Structure Custom
Employee Data
Personal Information Job & Employment Information
Non Effective Dated
Biographical
Phone
Email
Social Accounts
Emergency Contact
Bank Account
National ID
Work Permit
Effective Dated
Personal Data
Address
Dependants
Non Effective Dated
Non Recurring Pay
Components
Termination
Employment
Effective Dated
Job Information
Compensation
Job
Relationships
Portlets Portlets
Standard
&
Custom
Fields
Standard
& Custom
Fields
Standard
& Custom
Fields
Standard
& Custom
Fields
© 2012 SAP AG. All rights reserved. 49
Customer
HR Transactions : An Introduction
There are three main components to how the execution of HR Transactions are
managed within Employee Central
1. Events & Event Reasons
These are used to track what is actually happening to employee when
someone changes there data on an effective date
2. Workflow
These can facilitate approval on specific data changed. The approval
mechanism and who can be involved in the approval chain is flexible
3. Alerts & Notifications
These can notify specific roles or users that something has happened or is
happening soon to allow them to take action. No approval included here.
© 2012 SAP AG. All rights reserved. 50
Customer
HR Transactions : An Introduction
SExternal Hire
Internal Hire
Acquisition
Fixed Term
Int’l Transfer
Annual
Review
Off Cycle
Promotion
Exceptional
Performance
Hours
Change
Which
roles
should
approve &
in what
order?
Which Reasons
and / or other
field changes
should trigger
workflow?
HIRE
LEAVING
PAY CHANGE
JOB CHANGE
DATA
CHANGE
© 2012 SAP AG. All rights reserved. 51
Customer
Events
• SuccessFactors provides a standard number of events, these can be renamed,
but should not be repurposed.
1.It is not necessary or required to use all events if you do not need to
 Hire
 Rehire
 Probation
 Completion Of Probation
 Job Change
 Data Change
 Start of Assignment
 Completion of Assignment
 Leave Of Absence
 Return to Work
 Pay Rate Change
 Promotion
• Demotion
• Suspension
• Transfer
• Termination
• Position Transfer
• Position Reclassification
© 2012 SAP AG. All rights reserved. 52
Customer
Event Reasons
• Event Reasons are effectively subclassifications of Events and it is up to
Customer what these should be for each event that you would like to use
• Typically these Event Reasons should be a global data standard to aid reporting.
It is possible to have country specific event reason however
• Event Reasons can be attached to an effective dated change of data for an
employee either manually or ‘automatically’ – this is a design decision to need to
make
© 2012 SAP AG. All rights reserved. 53
Customer
Event Derivation Or Not
1. With Event Derivation the system assigns an Event Reason automatically based
on logic that you specify and we configure into the system (note, this is not in
scope for Customer)
2. Without Event Derivation, you rely on who ever is making the change to know
which Event and Event Reason to use for any particular change
© 2012 SAP AG. All rights reserved. 54
Customer
Workflow
To have workflow execute as desired in the system, the following is required
1. A set of Workflow Definitions
2. A set of associated criteria specifying in which circumstances a specific workflow
definitions should trigger
© 2012 SAP AG. All rights reserved. 55
Customer
The Workflow Definition – A Closer Look
Modify existing
Workflow definition as
needed. Steps can be
added, deleted or
change
‘Step’ section denote
who will approve the
workflow and in what
order
‘Contributor’ specifies
who will be notified of
progress at each step of
the workflow
‘Cc Role’ specifies who
will receive a notification
only after the entire
workflow is complete
Never make changes to the
Workflow ID. This will
break the workflow
© 2012 SAP AG. All rights reserved. 56
Customer
The Workflow Definition – Approver Types
Approver Type : Role
Options are :-
• Employee
• Manager
• Manager’s Manager
• Employee HR
• Matrix Manager
• Custom Manager
• Second Manager
• Additional Manager
Approver Type : Dynamic Role
Options are customer defined
based on one or more of the
following criteria :-
• Job Classification
• Department
• Location
• Legal Entity
• Business Unit
• Division
• Cost Center
• Pay Grade
• Pay Group
• Event Reason
• Position
Approvers can resolve to either a
Person, Position, or Dynamic
Group.
Approver Type : Dynamic
Group
Options are customer defined
based on standard Role
Based Permission Group
creation criteria e.g. :-
• Department
• Job Classification
• Location etc.
© 2012 SAP AG. All rights reserved. 57
Customer
The Workflow Definition – Dynamic Roles
Modify existing Dynamic
Role definition as required.
‘Person (User System ID)
denotes who will approve
when this dynamic role is
in a Workflow definition.
The other optional
columns denote the criteria
for when that approver
should be used.
In this case, employees
subject Workflow in the
Business Units listed will
have a Head of Unit
approver as specified in
the ‘Person (User System
ID) column
© 2012 SAP AG. All rights reserved. 58
Customer
The Workflow Definition – Dynamic Groups
Click on an
existing link to
maintain an
existing Dynamic
Group
Choose with
criteria should be
used to populate
the group
Click here to add
or delete specific
values for the
criteria chosen to
populate the group
Click here to see
the current
employees in the
group
This section can
specifically
exclude people
from the group
based on criteria
© 2012 SAP AG. All rights reserved. 59
Customer
Alerts & Notifications
• Alerts and Notification can be configured in addition to Workflow. They produce
messages that you can define that go to specific people.
• They can appear in the Employees ‘To Do’ List on the Homepage or on email or
both
• You can define the exact message that is sent
• You define the criteria that tell the system to send this message
• Example
Alert Manager that one of their employee’s contract end date is 20 days away.
• Alerts can be configured based on different criteria
• Alerts are produced once a day, rules are set up and those users satisfying those
rules for specific alert will get the alert
• Alert specific Workflow definitions are used to define who gets the alert.
© 2012 SAP AG. All rights reserved. 60
Customer
© 2012 SAP AG. All rights reserved. 61
Customer
Step 3 Complete
Foundation Objects
Org Structure Job Structure Pay Structure Custom
Employee Data
Personal Information Job & Employment Information
Non Effective Dated
Biographical
Phone
Email
Social Accounts
Emergency Contact
Bank Account
National ID
Work Permit
Effective Dated
Personal Data
Address
Dependants
Non Effective Dated
Non Recurring Pay
Components
Termination
Employment
Effective Dated
Job Information
Compensation
Job
Relationships
Portlets Portlets
Standard
&
Custom
Fields
Standard
& Custom
Fields
Standard
& Custom
Fields
Standard
& Custom
Fields
Event Event Reasons
Data Changes
Workflow
Approver 1 Approver 2 Approver n CC Role Contributor Role
© 2012 SAP AG. All rights reserved. 62
Customer
© 2011 SAP AG. All rights reserved. 63
Confidential
Time Off Overview
© 2012 SAP AG. All rights reserved. 64
Customer
Agenda
1.Quick Demo
2.What is Time Off (and what it is not)
3.How is Time Off Functionality Built Up.
4.A look at each of the individual configuration elements
5.What questions do you need to answer to express your
requirement?
6.How to document your requirements – filling in the configuration
workbook.
7.Next Steps
© 2012 SAP AG. All rights reserved. 65
Customer
What is Time Off
DEMO
© 2012 SAP AG. All rights reserved. 66
Customer
What is Time Off
Time Off Allows :-
• Employees to request Time Off for types of time, applicable to them, that
you define.
• Managers to view a Team Absence Calendar to aid decision making in
approving time off
• Managers to approve Time Off (if required)
• Allows to automatic calculation of accruals, by type of time (if required)
• Allows for automatic processing of balances at the end of a period (if
required)
• Allow for customer specific application of rules to deploy company policy
in relation to booking certain types of time.
© 2012 SAP AG. All rights reserved. 67
Customer
Who Can Do What
• Employee requests time off, such as vacation, paid time off, or sick leave.
• Employee views or cancels time off requests.
• Employee views team absences
• Employee view own time account details.
• Manager approves time off requests.
• Manager approves team absences.
• HR Administrator enters a new hire into the system and sets up Time Off for him
or her.
• HR Administrator needs an overview of an employee's time accounts.
• HR Administrator enters an absence request for an employee.
• HR Administrator makes a manual adjustment to a time account.
• HR Administrator creates and runs a time off accrual calendar to have accrual
created automatically.
• HR Administrator runs period-end processing
© 2012 SAP AG. All rights reserved. 68
Customer
Time Off Summarised
Time Off Calendars
Time Account
Time Account Detail
Time Off Request
Workflow Request
Time Account Eligibility Status
Time Off Employee
Transactional Data
Time Off Setup Data
Holidays
Holiday Calendar
Work Schedule
Time Type
Time Type
Time Profile
Time Type
Time Type
Time Account Type
Accrual Rule
Period-End Processing Rule
Hire Rule
Termination Rule
Account /Accrual Creation Parameters
Holiday Calendar
Work Schedule
Time Profile
Account Creation
Accrual Creation
Period End Processing
© 2011 SAP AG. All rights reserved. 69
Confidential
Time Off Set Up Data
© 2012 SAP AG. All rights reserved. 70
Customer
Time Off Summarised
Time Off Setup Data
Holidays
Holiday Calendar
Work Schedule
Time Type
Time Type
Time Profile
Time Type
Time Type
Time Account Type
Holiday Calendar
Work Schedule
Time Profile
© 2012 SAP AG. All rights reserved. 71
Customer
Holidays
Holidays
What does it do?
Holidays are simple codes and descriptions to
identify holiday names that can subsequently be
used in holiday calendars
Field Usage
Holiday Code Code to identify specific
holiday
Name Description of the holiday
© 2012 SAP AG. All rights reserved. 72
Customer
Holiday Calendar
Holidays
Holiday Calendar
What does it do?
Holiday Calendars are a collection of individual
holidays for a particular jurisdiction where people
work.
Field Usage
External Code Code to identify specific holiday calendar
External Name Description of the holiday calendar
Date Of
Holiday
Date of which holiday chosen occurs
Holiday Class Enter either, Full, Half or None
Holiday Pick relevant previously configured holiday
© 2012 SAP AG. All rights reserved. 73
Customer
Work Schedule
Holidays
Holiday Calendar
Work Schedule
What does it do?
Work Schedules specify a the number of working
hours per day from a particular date in a recurring
cycle that you specify
Field Usage
External Code Code to identify specific Work Schedule
External Name Description of the work schedule
Starting Date Date on which the work schedule should take effect.
Connect day and date
Day Number of the sequence of days in the Work Schedule.
Can be as many days as you want.
Working Hours Number of working hours expected to be worked on a
particular day / date.
© 2011 SAP AG. All rights reserved. 74
Confidential
Time Off Configuration Workbook
Thank You!

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EC Workshop.pptx

  • 2. © 2012 SAP AG. All rights reserved. 2 Customer Agenda 1. Introduction 2. How Do We Implement EC? 3. Foundation Tables – What Are They? 4. Position Management – What Is It and your options 5. Employee Data & Role Based Permission – Introduction 6. Employee Data 7. An Introduction to HR Transactions (Events & Workflow) 8. Workbook Assignment 9. Time Off
  • 3. © 2012 SAP AG. All rights reserved. 3 Customer Introduction • Who are you? • What is your role in the organisation / project?
  • 4. © 2012 SAP AG. All rights reserved. 4 Customer Objective Objectives • To give you an idea of high level system functionality • To understand the constituent parts of Employee Central • To understand how EC fits together with other SuccessFactors Modules • To understand how Employee Central is typically implemented • To introduce you to all the Foundation Objects
  • 5. © 2012 SAP AG. All rights reserved. 5 Customer Objectives • To introduce to the Employee Data Portlets in more details and explain how to choose which employee data you would like to record in which portlet through the configuration workbook • To introduce you to the concepts of Events and Event Reasons, their purpose and how to specify you requirements in respect of these in the configuration Workbook • To introduce you to the concept of Workflows, and how they are constructed and triggered and how they interact with employee data changes and event reasons. • To introduce you to the concept of Alerts and Notifications, how they are triggered and how they interact with employee data
  • 6. © 2012 SAP AG. All rights reserved. 6 Customer Employee Central – A Demo
  • 7. © 2012 SAP AG. All rights reserved. 7 Customer What Is EC – The Core Foundation Objects Org Structure Job Structure Pay Structure Employee Data Personal Information Job & Employment Information Non Effective Dated Biographical Phone Email Social Accounts Emergency Contact National ID Work Permit Effective Dated Personal Data Address Dependants Bank Account Non Effective Dated Non Recurring Pay Components Termination Employment Effective Dated Job Information Compensation Job Relationships Event Event Reasons Data Changes Workflow Approver 1 Approver 2 Approver n CC Role Contributor Role Custom Portlets Portlets Standard & Custom Fields Standard & Custom Fields Standard & Custom Fields Standard & Custom Fields
  • 8. © 2012 SAP AG. All rights reserved. 8 Customer What Is EC – The Optional Additions Time Off Submit Absence Request Optional Approval Optional Balance Tracking Optional ‘Accrual’ Calculations Optional ‘Carry Over’ Processing Position Management Position Inheritance Employee Position Employee Vacant Global Assignments / Concurrent Employment Hire Job Assignment Start Home Job Host Job Assignment End Concurrent Home Job Host Job
  • 9. © 2012 SAP AG. All rights reserved. 9 Customer EC – How Does It Link With the Rest? Public Profile Name Address Location Timezone Employee Profile Personal Information (Selected Data) Background Elements Custom Information (Optional) Secure Less Secure Sync EMPLOYEE CENTRAL & PROFILE Performance Mgmt. Goal Mgmt. Succession CDP Variable Pay Recruitment Compensation THE OTHERS
  • 10. © 2012 SAP AG. All rights reserved. 10 Customer How Do We Implement EC – Requirements & Configuration SAP Configure & Unit Test Customer Review Configuration Customer Provide Feedback Customer Sign Workbook Customer Creates Workbook Iteration 1 SAP Configure & Unit Test Customer Review Configuration Customer Provide Feedback Customer Sign Workbook Customer Update Workbook Iteration 2
  • 11. © 2012 SAP AG. All rights reserved. 11 Customer Iterations – A Closer Look Iteration 1 - Define • Agree foundation data (80-90%) • Employee data (60%) • Sample of Workflows / Alerts (10%) • With test data Iteration 2 - Refine • Agree foundation data (95%) • Employee data (90%) • Customer Workflows / Alerts (80%) • Customer data (recommend 40% - 100%)
  • 12. © 2012 SAP AG. All rights reserved. 12 Customer Iterations – A Closer Look Iteration 3 - Finalise • Agree foundation data (100%) • Employee data (95%) • Customer Workflows / Alerts (95%) Customer are responsible for uploading all foundation & employee data
  • 13. © 2012 SAP AG. All rights reserved. 13 Customer
  • 14. © 2012 SAP AG. All rights reserved. 14 Customer Foundation Objects – What Are They? Foundation Objects are the Building Blocks of the EC system There are three categories of Foundation Objects. Org Structure Division Job Structure Pay Structure
  • 15. © 2012 SAP AG. All rights reserved. 15 Customer Foundation Objects – What Are They? Foundation Objects – Things To Note? • You can rename Them • You can associate them • You can decide what data is held against them • You can default data to the employee from them • They are effective dated
  • 16. © 2012 SAP AG. All rights reserved. 16 Customer Foundation Objects – Organisation Structure Org Structure Division We need to turn this… Into something like this….
  • 17. © 2012 SAP AG. All rights reserved. 17 Customer Foundation Objects – Organisation Structure Org Structure Division We need to turn this… or this….
  • 18. © 2012 SAP AG. All rights reserved. 18 Customer Foundation Objects – Organisation Structure Org Structure Division We need to turn this… or the anything that reflects your organisation.
  • 19. © 2012 SAP AG. All rights reserved. 19 Customer Organisation Structure : An Example GEOGRAPHICAL STRUCTURE ORGANISATION STRUCTURE 19 COMPANY BUSINESS UNIT 1 BUSINESS UNIT N DIVISION 1 DIVISION N DIVISION 1 DIVISION N TEAM 1 TEAM N TEAM 1 TEAM N TEAM 1 TEAM N TEAM 1 TEAM N CC 1 CC N CC 1 CC N CC 1 CC N CC 1 CC N CC 1 CC N CC 1 CC N CC 1 CC N CC 1 CC N LOCATION GROUP GEOZONE LOCATION 1 LOCATION N LOCATION 1 LOCATION N
  • 20. © 2012 SAP AG. All rights reserved. 20 Customer Foundation Objects – Organisation Structure - Definitions Standard Label Definition Legal Entity This is the company or legal entity where the employee is hired. Business Unit Level of organisation hierarchy lower than Legal Entity – can be renamed Division Level of organisation hierarchy lower than Legal Entity – can be renamed Department Department where the employee works – can be renamed Cost Centre Where the employee’s costs get assigned – can be renamed Location Physical Location where the employee work. Has a business address – can be renamed Location Group Geographical grouping of the Location Foundation objects. Used for reporting purposes primarily - can be renamed
  • 21. © 2012 SAP AG. All rights reserved. 21 Customer Foundation Objects – Organisation Structure •With all Foundation Objects there is a 4 step process 1. Rename (if you want) 2. Connect (to allow filtering of data during maintenance) 3. Define the codes & attributes of each Foundation Object (e.g. Dept) 4. Decide if you want any additional fields against the Foundation Object Org Structure Division AS SIMPLE AS THAT!
  • 22. © 2012 SAP AG. All rights reserved. 22 Customer Organisation Structure : An Example GEOGRAPHICAL STRUCTURE ORGANISATION STRUCTURE 22 COMPANY BUSINESS UNIT 1 BUSINESS UNIT N DIVISION 1 DIVISION N DIVISION 1 DIVISION N TEAM 1 TEAM N TEAM 1 TEAM N TEAM 1 TEAM N TEAM 1 TEAM N CC 1 CC N CC 1 CC N CC 1 CC N CC 1 CC N CC 1 CC N CC 1 CC N CC 1 CC N CC 1 CC N LOCATION GROUP GEOZONE LOCATION 1 LOCATION N LOCATION 1 LOCATION N
  • 23. © 2012 SAP AG. All rights reserved. 23 Customer
  • 24. © 2012 SAP AG. All rights reserved. 24 Customer Foundation Objects – Job Structure •There is a limit what you can do here •With all Foundation Objects there is a 3 step process 1. Rename (if you want) 2. Connect (to allow filtering of data during maintenance) 3. Decide if you want any additional fields against the Foundation Object 4. Define the codes & attributes of each Foundation Object (e.g. Job Code) AS SIMPLE AS THAT! Job Structure
  • 25. © 2012 SAP AG. All rights reserved. 25 Customer Job Structure : An Example 25 JOBCODE 1 HR Generalist JOBCODE 1 Human Resources C&B Analyst JOBCODE 2 Regional HR Manager JOBCODE 3 HR Systems Manager JOBCODE 4 JOB CLASSFICATION 1 Finance Controller JOBCODE 5 Finance Financial Analyst JOBCODE 6 Finance Director JOBCODE 7 Finance Manager JOBCODE 8 JOB FUNCTION 2 JOB CLASSFICATION 2 JOB CLASSFICATION 3 JOB CLASSFICATION 4 JOB CLASSFICATION 5 JOB CLASSFICATION 6 JOB CLASSFICATION 7 JOB CLASSFICATION 8 JOB FUNCTION 1
  • 26. © 2012 SAP AG. All rights reserved. 26 Customer Foundation Objects – Job Structure - Definitions Standard Label Definition Job Code Describes all the Jobs to which an employee can be assigned. This is the data standard for all jobs with the organisation – can be renamed Job Function Higher level groupings of Job Code into appropriate functions (e.g. HR, Finance). Used for reporting purposes primarily – can be renamed
  • 27. © 2012 SAP AG. All rights reserved. 27 Customer
  • 28. © 2012 SAP AG. All rights reserved. 28 Customer Foundation Objects – Pay Structures •With all Foundation Objects there is a 3 step process 1. Rename (if you want) 2. Connect (to allow filtering of data during maintenance) 3. Decide if you want any additional fields against the Foundation Object 4. Define the codes & attributes of each Foundation Object (e.g. Pay Component) AS SIMPLE AS THAT! Pay Structure
  • 29. © 2012 SAP AG. All rights reserved. 29 Customer Foundation Objects – Pay Structures - Definitions Standard Label Definition Pay Group A data element that groups employees that are paid in a like manner – can be renamed – can be renamed Pay Grade Denotes the seniority of the employee from a pay perspective – can be renamed Pay Component A data element that denotes relevant components of employees pay (e.g. Base Salary, Car Allowance). Can be recurring or one off – can be renamed Pay Component Group Allows grouping of Pay Components into a higher level category allowing the summing of all amounts assigned to the employee in that category – can be renamed Pay Frequency Denote the frequencies which the employee can be paid a pay component – can be renamed Pay Range Allows the recording on Min, Mid and Max salary amounts which can in turn calculate the Compa-Ratio and range penetration for the employee – can be renamed Pay Calendar Allows the recording of period start and end dates for Payroll Processing. Useful primarily for reporting purposes – can be renamed Geozone Geographical grouping with a bias towards pay considerations. Allow for grouping for example of Pay Ranges to be relevant to one geographical location – can be renamed
  • 30. © 2012 SAP AG. All rights reserved. 30 Customer Pay Structure : An Example COMPANY 1 COMPANY 2 Weekly Paid PAY GROUP 1 Monthly Paid Bi weekly Paid PAY GROUP 2 Weekly Paid Monthly Paid PAY GROUP 1 PAY GROUP 2 Pay Calendar 1 Pay Calendar 2 Pay Calendar 3 Week 1 Week 2 Week N Month 1 Month 2 Month N Period 1 Period 2 Period N Pay Calendar 1 Week 1 Week 2 Week N Month 1 Month 2 Month N Pay Calendar 2 PAY GROUP 2 PAY GROUP 3 PAY GROUP 4 PAY GROUP 5
  • 31. © 2012 SAP AG. All rights reserved. 31 Customer Pay Structure : An Example Grade 10 PAY GRADE Grade 10 JOBCODE 3 PAY RANGE BASE NON BASE RECURRING NON RECURRING NON BASE TARGET ONLY NON BASE BASE VARIABLE ON TARGET EARNINGS ANNUAL SALARY HOUSING ALLOWANCE ACTING UP PAY CAR ALLOWANCE SALARY SACRIFICE ANNUAL BONUS RECOGNITION BONUS ANNUAL BONUS TARGET PAY COMPONENT GROUP PAY COMPONENTS
  • 32. © 2012 SAP AG. All rights reserved. 32 Customer
  • 33. © 2012 SAP AG. All rights reserved. 33 Customer Position Management – What & Why There is one other object we need to address if we are using Position Management EMPLOYEE LEGAL ENTITY DIVISION DIVISION DEPT FULL / PART TIME? POSITION JOB CHANGE YOU DECIDE WHAT ATTRIBUTES OF THE POSITION THE EMPLOYEE INHERITS
  • 34. © 2012 SAP AG. All rights reserved. 34 Customer Position Management – What & Why There is one other object we need to address if we are using Position Management – the Position. But first what is Position Management and do you need it • Position Management is predicated on Position being created with attributes that reflect that position. • Position Management is typically beneficial for relatively non fluid organisation where headcount management & control is paramount • Position Management does build in another layer of complexity to both the implementation and subsequent maintenance • You need to be sure you NEED position management before we go down this route.
  • 35. © 2012 SAP AG. All rights reserved. 35 Customer Position Management – What Does It Do There are many options to consider with Position Management but primarily it does the following :- 1. Defaults data from the Position to the Person when Position is added or changed on an employee record, if you want, you specify what data is defaulted. 2. Defaults data from Person to Position when data is modified on the person if you want, you specify what data is defaulted. 3. Allows for rigid or loose adherence to FTE Targets for positions 4. Allows for Mass Positions with a multiple FTE Target 5. Can automatically create and assign people to new or position with space based on employee data changes (implicit position management) 6. Allows for automatic maintenance of losing and receiving position to ensure a stable headcount at the organisational level you specify.
  • 36. © 2012 SAP AG. All rights reserved. 36 Customer Foundation Objects
  • 37. © 2012 SAP AG. All rights reserved. 37 Customer Step 1 Complete Foundation Objects Org Structure Job Structure Pay Structure Custom
  • 38. © 2012 SAP AG. All rights reserved. 38 Customer Employee Data – An Introduction Key Points • Employee Data resides within a standard set of Portlets within EC • It is not possible currently to add portlets to EC screens • It is possible to rename the Portlets within EC • Each Portlet contains a standard set of fields, including some Foundation Object fields. You can decide which standard fields you would like to use • Each Portlet has the ability to add custom field which can be either string, number, decimal or date field • Some portlets are by design effective dated and some are not • Field specified within each Portlet can be renamed as required • Fields with Portlet can reference either Foundation Objects or Picklist to make available the valid values for data entry
  • 39. © 2012 SAP AG. All rights reserved. 39 Customer Personal Information - The Portlets Personal Information Personal Information Personal Information that can change over time like Marital Status, Gender, Name etc. Biographical Information Personal Information that does not change like Date of Birth & Employee ID National ID Information Allows recording of multiple National ID types and numbers Addresses Allows the recording of multiple Address Type and details Work Permit Information Allows recording of multiple Permit types, numbers and expiry dates Email Information Allows recording of multiple email types and addresses Phone Information Allows recording of multiple Phone types and numbers Social Account Information Allows recording of multiple Social Accounts and associated details Emergency Contact Information Allows recording of multiple emergency contact, relationship and contact information Dependents Allows the recording of dependents of the employee and associated contact details Bank Account Information Allows recording of Bank Account Information for the employee
  • 40. © 2012 SAP AG. All rights reserved. 40 Customer Employment Information - The Portlets Employment Information Job Information Allows effective dated tracking of all Job changes of the employee Employment Information Records data specific to the employees employment with the company, typically dates such as Hire Date etc. Job Relationships Allows the recording of desired globally defined relationships between the employee and another person in the company. For example Matrix Manager, Project Manager, Finance Contact etc Compensation Information Allows effective dated generic Compensation related data. Also contains the assignment of specific pay components that are either recurring payments or targets and associated amounts. This makes up a view of the employee Pay One Time Payment Information Allows the recording of one time payments such as one time Bonus or Recognition payments and associated amounts and date paid
  • 41. © 2012 SAP AG. All rights reserved. 41 Customer
  • 42. © 2012 SAP AG. All rights reserved. 42 Customer Country Specific Employee Data Specification of Country Specific Fields are allowed in the following places • Job Information – this is driven by the country assigned to the Legal Entity Foundation Object • Personal Information - – this is driven by the country assigned to the Legal Entity Foundation Object • Address Formats • National ID Formats • Name Formats
  • 43. © 2012 SAP AG. All rights reserved. 43 Customer Employee Data & Security – Role Based Permissions Effective Dated • Personal Information • Address Information • Job Information • Compensation Information • Job Relationship Information • Bank Account Information Non Effective Dated • Biographical Information • Phone Information • Email Information • Social Accounts Information • Emergency Contact Information • National ID Information • Work Permit Information • One Time Payments • Employment Information Data in EC Portlets are either effective dated or not effective dated dependent upon the type of date
  • 44. © 2012 SAP AG. All rights reserved. 44 Customer Employee Data & Security – Role Based Permissions Role Based Permission is :- A method to ensure that users can : • Only see the employee data they are supposed to • Only amend the data they are supposed to • Only see the data for the populations they should Two main concepts to understand :- Groups – A group is a population of employees defined by the data associated to employees. – For example : All employees in a specific location – All employees at grade 10 and above Roles – A role is a titled specification of data permissions which specifies the data privileges employees assigned to that role have – For example : Managers – Executive level employees – System Administrator – Employees On Self – Employee On Others
  • 45. © 2012 SAP AG. All rights reserved. 45 Customer Employee Data & Security – Role Based Permissions GRANTED GROUP HR BP Definition :- All Employees with a Job Code of HR BP TARGET GROUP UK Employees Definition :- All Employees with a Location in the UK ROLE – HR EXTENDED ACCESS Personal Data Effective Dated Employment Data Effective Dated Personal Data Non Effective Dated Employment Data Non Effective Dated Manager Self Service Workflow Administrative Privileges Hire Terminate Update Records View In Progress View History Manage Foundation Data Import Employee Data
  • 46. © 2012 SAP AG. All rights reserved. 46 Customer Employee Data & Security – Role Based Permissions GRANTED GROUP HR BP Definition :- All Employees with a Job Code of HR BP TARGET GROUP UK Employees Definition :- All Employees with a Location in the UK ROLE – HR EXTENDED ACCESS Personal Data Effective Dated Employment Data Effective Dated Personal Data Non Effective Dated Employment Data Non Effective Dated Manager Self Service Workflow Administrative Privileges Hire Terminate LOA Update Records View In Progress View History Manage Foundation Data Import Employee Data WHO CAN SEE / DO SOMETHING WHAT THEY CAN SEE / DO WHO THEY CAN SEE / DO IT TO
  • 47. © 2012 SAP AG. All rights reserved. 47 Customer Employee Data & Security – Role Based Permissions
  • 48. © 2012 SAP AG. All rights reserved. 48 Customer Step 2 Complete Foundation Objects Org Structure Job Structure Pay Structure Custom Employee Data Personal Information Job & Employment Information Non Effective Dated Biographical Phone Email Social Accounts Emergency Contact Bank Account National ID Work Permit Effective Dated Personal Data Address Dependants Non Effective Dated Non Recurring Pay Components Termination Employment Effective Dated Job Information Compensation Job Relationships Portlets Portlets Standard & Custom Fields Standard & Custom Fields Standard & Custom Fields Standard & Custom Fields
  • 49. © 2012 SAP AG. All rights reserved. 49 Customer HR Transactions : An Introduction There are three main components to how the execution of HR Transactions are managed within Employee Central 1. Events & Event Reasons These are used to track what is actually happening to employee when someone changes there data on an effective date 2. Workflow These can facilitate approval on specific data changed. The approval mechanism and who can be involved in the approval chain is flexible 3. Alerts & Notifications These can notify specific roles or users that something has happened or is happening soon to allow them to take action. No approval included here.
  • 50. © 2012 SAP AG. All rights reserved. 50 Customer HR Transactions : An Introduction SExternal Hire Internal Hire Acquisition Fixed Term Int’l Transfer Annual Review Off Cycle Promotion Exceptional Performance Hours Change Which roles should approve & in what order? Which Reasons and / or other field changes should trigger workflow? HIRE LEAVING PAY CHANGE JOB CHANGE DATA CHANGE
  • 51. © 2012 SAP AG. All rights reserved. 51 Customer Events • SuccessFactors provides a standard number of events, these can be renamed, but should not be repurposed. 1.It is not necessary or required to use all events if you do not need to  Hire  Rehire  Probation  Completion Of Probation  Job Change  Data Change  Start of Assignment  Completion of Assignment  Leave Of Absence  Return to Work  Pay Rate Change  Promotion • Demotion • Suspension • Transfer • Termination • Position Transfer • Position Reclassification
  • 52. © 2012 SAP AG. All rights reserved. 52 Customer Event Reasons • Event Reasons are effectively subclassifications of Events and it is up to Customer what these should be for each event that you would like to use • Typically these Event Reasons should be a global data standard to aid reporting. It is possible to have country specific event reason however • Event Reasons can be attached to an effective dated change of data for an employee either manually or ‘automatically’ – this is a design decision to need to make
  • 53. © 2012 SAP AG. All rights reserved. 53 Customer Event Derivation Or Not 1. With Event Derivation the system assigns an Event Reason automatically based on logic that you specify and we configure into the system (note, this is not in scope for Customer) 2. Without Event Derivation, you rely on who ever is making the change to know which Event and Event Reason to use for any particular change
  • 54. © 2012 SAP AG. All rights reserved. 54 Customer Workflow To have workflow execute as desired in the system, the following is required 1. A set of Workflow Definitions 2. A set of associated criteria specifying in which circumstances a specific workflow definitions should trigger
  • 55. © 2012 SAP AG. All rights reserved. 55 Customer The Workflow Definition – A Closer Look Modify existing Workflow definition as needed. Steps can be added, deleted or change ‘Step’ section denote who will approve the workflow and in what order ‘Contributor’ specifies who will be notified of progress at each step of the workflow ‘Cc Role’ specifies who will receive a notification only after the entire workflow is complete Never make changes to the Workflow ID. This will break the workflow
  • 56. © 2012 SAP AG. All rights reserved. 56 Customer The Workflow Definition – Approver Types Approver Type : Role Options are :- • Employee • Manager • Manager’s Manager • Employee HR • Matrix Manager • Custom Manager • Second Manager • Additional Manager Approver Type : Dynamic Role Options are customer defined based on one or more of the following criteria :- • Job Classification • Department • Location • Legal Entity • Business Unit • Division • Cost Center • Pay Grade • Pay Group • Event Reason • Position Approvers can resolve to either a Person, Position, or Dynamic Group. Approver Type : Dynamic Group Options are customer defined based on standard Role Based Permission Group creation criteria e.g. :- • Department • Job Classification • Location etc.
  • 57. © 2012 SAP AG. All rights reserved. 57 Customer The Workflow Definition – Dynamic Roles Modify existing Dynamic Role definition as required. ‘Person (User System ID) denotes who will approve when this dynamic role is in a Workflow definition. The other optional columns denote the criteria for when that approver should be used. In this case, employees subject Workflow in the Business Units listed will have a Head of Unit approver as specified in the ‘Person (User System ID) column
  • 58. © 2012 SAP AG. All rights reserved. 58 Customer The Workflow Definition – Dynamic Groups Click on an existing link to maintain an existing Dynamic Group Choose with criteria should be used to populate the group Click here to add or delete specific values for the criteria chosen to populate the group Click here to see the current employees in the group This section can specifically exclude people from the group based on criteria
  • 59. © 2012 SAP AG. All rights reserved. 59 Customer Alerts & Notifications • Alerts and Notification can be configured in addition to Workflow. They produce messages that you can define that go to specific people. • They can appear in the Employees ‘To Do’ List on the Homepage or on email or both • You can define the exact message that is sent • You define the criteria that tell the system to send this message • Example Alert Manager that one of their employee’s contract end date is 20 days away. • Alerts can be configured based on different criteria • Alerts are produced once a day, rules are set up and those users satisfying those rules for specific alert will get the alert • Alert specific Workflow definitions are used to define who gets the alert.
  • 60. © 2012 SAP AG. All rights reserved. 60 Customer
  • 61. © 2012 SAP AG. All rights reserved. 61 Customer Step 3 Complete Foundation Objects Org Structure Job Structure Pay Structure Custom Employee Data Personal Information Job & Employment Information Non Effective Dated Biographical Phone Email Social Accounts Emergency Contact Bank Account National ID Work Permit Effective Dated Personal Data Address Dependants Non Effective Dated Non Recurring Pay Components Termination Employment Effective Dated Job Information Compensation Job Relationships Portlets Portlets Standard & Custom Fields Standard & Custom Fields Standard & Custom Fields Standard & Custom Fields Event Event Reasons Data Changes Workflow Approver 1 Approver 2 Approver n CC Role Contributor Role
  • 62. © 2012 SAP AG. All rights reserved. 62 Customer
  • 63. © 2011 SAP AG. All rights reserved. 63 Confidential Time Off Overview
  • 64. © 2012 SAP AG. All rights reserved. 64 Customer Agenda 1.Quick Demo 2.What is Time Off (and what it is not) 3.How is Time Off Functionality Built Up. 4.A look at each of the individual configuration elements 5.What questions do you need to answer to express your requirement? 6.How to document your requirements – filling in the configuration workbook. 7.Next Steps
  • 65. © 2012 SAP AG. All rights reserved. 65 Customer What is Time Off DEMO
  • 66. © 2012 SAP AG. All rights reserved. 66 Customer What is Time Off Time Off Allows :- • Employees to request Time Off for types of time, applicable to them, that you define. • Managers to view a Team Absence Calendar to aid decision making in approving time off • Managers to approve Time Off (if required) • Allows to automatic calculation of accruals, by type of time (if required) • Allows for automatic processing of balances at the end of a period (if required) • Allow for customer specific application of rules to deploy company policy in relation to booking certain types of time.
  • 67. © 2012 SAP AG. All rights reserved. 67 Customer Who Can Do What • Employee requests time off, such as vacation, paid time off, or sick leave. • Employee views or cancels time off requests. • Employee views team absences • Employee view own time account details. • Manager approves time off requests. • Manager approves team absences. • HR Administrator enters a new hire into the system and sets up Time Off for him or her. • HR Administrator needs an overview of an employee's time accounts. • HR Administrator enters an absence request for an employee. • HR Administrator makes a manual adjustment to a time account. • HR Administrator creates and runs a time off accrual calendar to have accrual created automatically. • HR Administrator runs period-end processing
  • 68. © 2012 SAP AG. All rights reserved. 68 Customer Time Off Summarised Time Off Calendars Time Account Time Account Detail Time Off Request Workflow Request Time Account Eligibility Status Time Off Employee Transactional Data Time Off Setup Data Holidays Holiday Calendar Work Schedule Time Type Time Type Time Profile Time Type Time Type Time Account Type Accrual Rule Period-End Processing Rule Hire Rule Termination Rule Account /Accrual Creation Parameters Holiday Calendar Work Schedule Time Profile Account Creation Accrual Creation Period End Processing
  • 69. © 2011 SAP AG. All rights reserved. 69 Confidential Time Off Set Up Data
  • 70. © 2012 SAP AG. All rights reserved. 70 Customer Time Off Summarised Time Off Setup Data Holidays Holiday Calendar Work Schedule Time Type Time Type Time Profile Time Type Time Type Time Account Type Holiday Calendar Work Schedule Time Profile
  • 71. © 2012 SAP AG. All rights reserved. 71 Customer Holidays Holidays What does it do? Holidays are simple codes and descriptions to identify holiday names that can subsequently be used in holiday calendars Field Usage Holiday Code Code to identify specific holiday Name Description of the holiday
  • 72. © 2012 SAP AG. All rights reserved. 72 Customer Holiday Calendar Holidays Holiday Calendar What does it do? Holiday Calendars are a collection of individual holidays for a particular jurisdiction where people work. Field Usage External Code Code to identify specific holiday calendar External Name Description of the holiday calendar Date Of Holiday Date of which holiday chosen occurs Holiday Class Enter either, Full, Half or None Holiday Pick relevant previously configured holiday
  • 73. © 2012 SAP AG. All rights reserved. 73 Customer Work Schedule Holidays Holiday Calendar Work Schedule What does it do? Work Schedules specify a the number of working hours per day from a particular date in a recurring cycle that you specify Field Usage External Code Code to identify specific Work Schedule External Name Description of the work schedule Starting Date Date on which the work schedule should take effect. Connect day and date Day Number of the sequence of days in the Work Schedule. Can be as many days as you want. Working Hours Number of working hours expected to be worked on a particular day / date.
  • 74. © 2011 SAP AG. All rights reserved. 74 Confidential Time Off Configuration Workbook